7665 results found
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API Key deactivation prompt when a user is removed (API Key user-generated)
A notification or prompt that the APIK key needs to be reset if the user who generated is removed.
1 vote -
calculation or ability to use formulas in fields
I have five dropdown fields with numeric values. I need to place another field that displays the average of those five dropdown fields. In Docusign, we achieved this with a formula field. I can't find the equivalent in PandaDoc. How would I display the average of those fields in PandaDoc?
2 votes -
Variable Calculations: Basic Mathematical Operations
Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables
64 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Auto populate CLI with Smart Content
I created a Content Library Item from a template. Then I created a "Smart Content" item which auto-populates with the CLI if a certain variable is set to "Yes".
2 votes -
Disable Renewal + option Permanently
Disable renewal + feature on a workspace level. Permanently.
1 vote -
Download PDF: Show the Initials and Signature fields when downloading a Template
Have the ability to download a Template while the Initials and Signature fields are showing, even when blank.
2 votes -
Add Text Alignment Options for Quote Builder Columns
Currently there are no options to set text alignment for quote builder headers and columns (left/center/right) resulting in sloppy looking tables when presenting quotes to customers.
Adding this feature would help with visual appeal and make both PandaDoc and our company appear as if we have an eye for detail.
1 vote -
Alternatives to retreieve a signed document
Alternative to retrieve a signed document. Adding a version control to easily protect the singer and sender if a signed document accidentally edited.
1 vote -
Send document automatically after approval
Automatically send the document for signature immediately after approval
1 vote -
Fix defect: navigation bricking when Folders are top level
When a Folder is at the top level, both navigation and Document move/copy functionality are completely bricked. Major program defect. Documented in support Ticket #76173928: "Issue with Folder and Room Structure Affecting Document Copy and Move".
Solution options:
1. Prevent use of Folders at top level, require it must be Rooms.
2. Make program navigation and document move/copy navigation work if Folders are at the top level.1 vote -
API Endpoint to Retrieve Workspaces for a Specific User
Request for a new API endpoint that returns all workspaces associated with a specific user within an organization.
Example desired functionality:
GET /users/{user_id}/workspaces
or
GET /user-workspaces?user_id={id}
This would allow integrators to dynamically determine which workspaces a user belongs to without retrieving the full user list across the organization.
Customer Context
Customer operates a franchise model with:
40+ workspaces
500+ users
Shared identity across the organization
Heavy API-based embedded document workflows
Users may belong to multiple workspaces simultaneously.
The customer initiates document creation from their CRM and needs to determine which workspace the user should interact with before creating the document.
…
1 vote -
Hide Total Contract Value in Template Level (Quote Builder - Data Merged - HubSpot)
Option to automatically hide the Total Contract Value in the quote builder totals section at the template level to avoid manual hiding in each generated document when pulling data through data merged in HubSpot.
1 vote -
Canva Design on Documents/Templates
Requesting to have this feature back. Make it easy for users for content design.
1 vote -
Home: show just the completed status on the finalized view, and will not show signed
To show just the completed status on the finalized view, and will not show signed
3 votes -
Recalculate after a tax with currency/money value instead of percentage the calculation if I change the price of any quote
Hi. I have a question regarding the quote block (not price table). If I insert a tax with currency/money value instead of percentage the calculation seems to be broken if I change the price of any quote item. There is no recalculation after changing a price. Instead, a correction of the percentage takes place. That's really bad UX and a major source of errors. Is there a trick to getting around it?
1 vote -
expiry date to be editable after expiry
What I run into most of the time is, when an expiry date is set, the customer will cut it close to the wire to that date and then sign it. However, the contract then gets expired right after as we are the counter signer post expiry date.
It would be useful to be able to overide the expiry date rather than to edit the contract, and resend for signature to everyone.
1 vote -
Allow uploading additional files (editable .docx) to an existing document via the Embedded Document Editor
Enable the ability to upload additional files (editable .docx files) to existing documents within the Embedded Document Editor.
4 votes -
Option to export contacts with links to PDF/Documents
Option to export contacts with links to PDF/Documents
1 vote -
View the usage credits used with Make.com documents
View the usage credits used with Make.com documents in Settings, to be able to know how many documents were created using Make
2 votes -
Automation: attach a document to a Salesforce Lead object
Currently, this can only be done with Opportunities. Would like the option to do it with a Lead
2 votes
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